Using Suitability Matching in Oracle Succession Planning

Using Suitability Matching in Oracle Succession Planning

Using Suitability Matching in Oracle Succession Planning

The Suitability Matching function provides a range of competency-based methods for finding the right person for a work opportunity or finding the right work opportunity for a person. Managers and HR professionals can compare employees, applicants, and contingent workers by role, job, and position, and employees can find work opportunities that fit their competencies.

Suitability Matching Options Available to Managers

The Suitability Matching page for managers displays two regions:

Note: You must select the Include Core Competencies check box to use competency requirements defined at the business group level in the Suitability Matching feature. Otherwise, the application uses the competency requirements set below the business group level.

In the Find a Person for a Work Opportunity region, the Include Core Competencies check box appears for these actions:

In the Find a Work Opportunity for a Person region, the Include Core Competencies check box appears for the Find Work Opportunities by Competency action.

When you compare current assignments, the application uses competency requirements defined for organization, job, and position of the assignment and does not consider competency requirements defined at the business group level.

In addition to these options, HR Professionals can use the Compare Succession option.

Using the Suitability Analyzer

When managers perform competency-based search while creating succession plans, they can use Suitability Analyzer to compare competencies of workers.

The Suitability Analyzer tool appears when you click the Suitability Analyzer button on the Find suitable successors for Worker: Select Competencies page to compare worker competencies. The competencies that you view on this page are the competencies of the worker for whom you are creating a succession plan.

See: Using the Suitability Analyzer

Using the Suitability Analyzer

The Suitability Analyzer tool displays competency ratings of workers in a graphical format. As a manager, you can use the Suitability Analyzer to compare competencies of workers for succession planning.

The Suitability Analyzer tool is built on Oracle Applications Development Framework (ADF). If your enterprise has implemented and configured the steps to use the Suitability Analyzer tool, then you can view the competency ratings in a graphical format. Otherwise, the application provides an option to download PDF report of the Suitability Analyzer. For more information, see Implementing Suitability Analyzer.

Suitability Analyzer appears when you click the Suitability Analyzer button on the Find suitable successors for Worker: Select Competencies page to compare worker competencies. The competencies that you view on this page are the competencies of the worker for whom you want to create a succession plan.

Suitability Analyzer Regions

The Suitability Analyzer presents the following regions:

Competencies: Essential and Desired

The list of workers that you view in this region are the workers displayed on the Suitability Matching, Find suitable successors for Worker: Suitable People page. This region identifies workers who:

You can select the required workers to view their competency information.

Graphical Format

Suitability Analyzer displays competencies in a graphical format. The graphical format is dynamic and the shape depends on the number of competencies that you select to view data. Suitability Analyzer uses the number of competencies that you select to display a geometric shape such as a triangle, pentagon, hexagon, or heptagon. For example, if you select 5 competencies, then Suitability Analyzer displays the pentagon geometric shape. Similarly, if you select 3 competencies, the application displays the triangle geometric shape.

Graphical Representation of Competency Ratings

Suitability Analyzer uses the minimum and maximum competency levels defined across all the selected competencies to display the competency levels as lines in the graph. For example, if the minimum rating level is 1 and the maximum rating level is 5, then you can view 5 lines representing the rating levels. Suitability Analyzer uses different colors to display the competency ratings of multiple workers and you can easily distinguish the different competency ratings of workers.

Criteria and Competencies

Criteria Region

Use the Criteria region to search for suitable successors for workers. Suitability Analyzer searches for workers who meet the competency requirements in:

Competencies Region

The Competencies region on the Suitability Analyzer displays the competencies that you select in the Suitability Matching, Find Suitable Successors for Worker: Select Competencies page. Use the Suitability Analyzer to refine your search criteria and select the competencies for which you want to view data.

You can combine the criteria and competencies search to identify successors who match the specific competency requirements.

How to Use the Suitability Analyzer

The Suitability Analyzer enables you to view competency ratings for selected workers and competencies. You can select specific workers and compare the competency ratings. The Suitability Analyzer displays the competency ratings of workers using lines of different colors. To clearly view the competency ratings of workers, you can use the Fill feature.

When you hover the mouse on a point on the Suitability Analyzer, you can view the workers who are placed on that rating scale. You can also use the tool's zoom in and zoom out functionality to view the competency ratings at a particular magnification level.

Click Reload to return to the initial view of the suitability analyzer graphical format. Click Refresh if you change the search criteria and want to view the changed suitability analyzer graphical format.

Identifying Successors

After you compare the competencies of workers, you can use the Identify as Successor icon to designate suitable workers as successors.

Selecting Successors

To select workers as successors, you must use the Select as Successor button on the Find suitable successors for Worker: Suitable People page